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Simon, Jr." Subject: The Sollertis Summary Date: Thu, 28 Mar 2024 18:18:31 -0500 MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="_=_swift-2158211786605fac775ed11.83791855_=_" Content-Transfer-Encoding: 7bit X-DKIM-Options: s=dk X-mid: YW5kcmV3QHN0ZXJsaW5nY2FsLmNvbSAsIGMxOTAgLCBtMjQzICwgczIyNQ x-virtual-mta: s2.csa1.acemsc3.com Feedback-ID: 2071496:2071496.190:s2.csa1.acemsc3.com:activecampaign X-250ok-CID: 2071496-190 List-Unsubscribe: , List-Unsubscribe-Post: List-Unsubscribe=One-Click Message-ID: <20240328232031.15624.941413889.swift@sollertis38681.activehosted.com> X-Spam-Status: No, score=-0.3 X-Spam-Score: -2 X-Spam-Bar: / X-Spam-Flag: NO --_=_swift-2158211786605fac775ed11.83791855_=_ Content-Type: text/plain; charset=utf-8 Estate Tax Exemption Changes Ahead  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Hi Andrew, We hope you're having a great week! This week we're discussing upcoming tax changes, Trump Media, and the $30 billion Visa and Mastercard settlement. **Founder's Focus** Bill Simon: Founder and Chief Counsel https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZzb2xsZXJ0aXMuY29tJTJGd2lsbGlhbXNpbW9uJTJG&sig=AQFkbSWRXqV1jWozVU3RGiaBp6Ddi4dbQeWiuK3X5WAA&iat=1711668031&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=Kh2%2BVZlIcLwyZGmx7ZxNS0tnLY7Vd8BwVsglFyEhptD0NCN65tM%3D%3AXhlb97ULjEA9E%2BZxH8NOyBT1WHnEbRg7&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=190A243A20A1274 As we approach significant changes in estate and gift tax laws, the urgency to safeguard your financial legacy has never been more critical. With exemptions set to reduce significantly by 2026, now is the time to act and protect your assets to ensure your estate plan reflects your current wishes and future expectations. At Sollertis, we guide clients through these exact complexities, ensuring you're well-prepared for whatever the future holds. Dive into our latest blog and video for actionable insights about how we can support your estate planning needs. Let's navigate these changes together, ensuring your legacy is preserved for generations to come. Understanding and implementing these strategies, with expert guidance, can significantly enhance asset security and reduce estate taxes. For individuals committed to protecting their wealth, strategic tax planning results in a strategic tax advantage. As attorneys who exclusively practice asset protection law, our legal team at Sollertis can guide you through an integrated asset protection and estate tax reduction plan to its fullest potential. For personalized advice on how to take advantage of this opportunity before it is too late, reply directly to this email. **The Legal Lowdown** **Estate Tax Exemption Changes Ahead** Bill Simon outlines the upcoming alterations to estate tax exemptions and provides guidance on safeguarding your assets against these fluctuations. https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ5b3V0dS5iZSUyRjRZbDl6cGxYSWY4&sig=2i9wcukrxPrwVntRiadnuB9hMCMz64FfaAqbaxtG4tMM&iat=1711668031&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=Kh2%2BVZlIcLwyZGmx7ZxNS0tnLY7Vd8BwVsglFyEhptD0NCN65tM%3D%3AXhlb97ULjEA9E%2BZxH8NOyBT1WHnEbRg7&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=190A243A20A1275 **From the Blog** **Navigating the Shift: Estate Tax Exemption Changes Ahead** https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZzb2xsZXJ0aXMuY29tJTJGYXNzZXQtcHJvdGVjdGlvbiUyRm5hdmlnYXRpbmctdGhlLXNoaWZ0LWVzdGF0ZS10YXgtZXhjZXB0aW9uLWNoYW5nZXMtYWhlYWQlMkY=&sig=CbFPcyU6MoWPTm5dPEuc1DVAKLqUTuu5iuSyWVJZvUh7&iat=1711668031&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=Kh2%2BVZlIcLwyZGmx7ZxNS0tnLY7Vd8BwVsglFyEhptD0NCN65tM%3D%3AXhlb97ULjEA9E%2BZxH8NOyBT1WHnEbRg7&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=190A243A20A1276 Imagine working a lifetime to build your legacy, only to have a significant portion snatched away due to changes in tax laws you weren't prepared for. Estate planning isn't just about legal documents - it's about peace of mind for you and security for your loved ones. As we stand on the cusp of a substantial shift in federal estate and gift tax exemptions, understanding and preparing for these changes is more critical than ever. Keep Reading **Check These Out** https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuYXVkaWJsZS5jb20lMkZwZCUyRlRyaWxsaW9uLURvbGxhci1Db2FjaC1BdWRpb2Jvb2slMkYwMDYyODM5Mjc2JTNGc291cmNlX2NvZGUlM0RBU1NPUkFQMDUxMTE2MDAwNiUyNnNoYXJlX2xvY2F0aW9uJTNEbGlicmFyeV9vdmVyZmxvdw==&sig=CdHdAg7xijzgkmpXbcGcjGguBxf2vi5fPctaDcFuZS2z&iat=1711668031&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=Kh2%2BVZlIcLwyZGmx7ZxNS0tnLY7Vd8BwVsglFyEhptD0NCN65tM%3D%3AXhlb97ULjEA9E%2BZxH8NOyBT1WHnEbRg7&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=190A243A20A1277 My recommendation: Trillion Dollar Coach By Eric Schmidt, Jonathan Rosenberg, and Alan Eagle . This book explores the insights of the extraordinary business mentor, Bill Campbell, through interviews with those who worked closely with him. Campbell's influence is acknowledged for helping generate over a trillion dollars in market value, owing to his connections with influential figures at companies like Google and Apple. https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZhcG5ld3MuY29tJTJGYXJ0aWNsZSUyRnRydW1wLW1lZGlhLXRydXRoLXNvY2lhbC1uYXNkYXEtc3RvY2stMTA2ZDdjNDIzMTc0Y2ExZDdjYzNjYzlhM2YzODk3YTA=&sig=7TLZr6UaaB12gB6F4A51hdffJ9TQSP5RJUw3RHX6crNZ&iat=1711668031&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=Kh2%2BVZlIcLwyZGmx7ZxNS0tnLY7Vd8BwVsglFyEhptD0NCN65tM%3D%3AXhlb97ULjEA9E%2BZxH8NOyBT1WHnEbRg7&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=190A243A20A1278 On Tuesday, Trump Media & Technology Group Corp made its debut on Nasdaq , seeing a 16% increase in share value by closing. President Trump holds a 60% ownership stake in the company, valued at over $4 billion. Emotions among investors vary between optimism and skepticism, yet the undeniable backing from hopeful supporters underscores significant support for President Trump. https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cucmV1dGVycy5jb20lMkZidXNpbmVzcyUyRmZpbmFuY2UlMkZtYXN0ZXJjYXJkLXZpc2EtcmVhY2gtMzAtYmxuLXNldHRsZW1lbnQtb3Zlci1jcmVkaXQtY2FyZC1mZWVzLTIwMjQtMDMtMjYlMkY=&sig=B87xmvqjo6hRrPN2FL11vpvaWZPiwiz9SD2ifNBKPXAc&iat=1711668031&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=Kh2%2BVZlIcLwyZGmx7ZxNS0tnLY7Vd8BwVsglFyEhptD0NCN65tM%3D%3AXhlb97ULjEA9E%2BZxH8NOyBT1WHnEbRg7&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=190A243A20A1279 Following nearly 20 years of litigation against Visa and Mastercard concerning credit card fees, U.S. merchants have secured a $30 billion settlement . This agreement will lower and limit the fees collected by Visa and Mastercard over five-years, alongside the elimination of anti-steering regulations. While primarily benefiting small businesses, it is anticipated that consumers will also reap some of the advantages of this settlement. Have a great week! The Sollertis Network Learn More https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cubGlua2VkaW4uY29tJTJGY29tcGFueSUyRnNvbGxlcnRpcyUyRg==&sig=Hr4CxB7C6LsHcVN5toXotRnojZC3BvLYiEs6fmNkbYaJ&iat=1711668031&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=Kh2%2BVZlIcLwyZGmx7ZxNS0tnLY7Vd8BwVsglFyEhptD0NCN65tM%3D%3AXhlb97ULjEA9E%2BZxH8NOyBT1WHnEbRg7&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=190A243A20A1281 https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cueW91dHViZS5jb20lMkYlNDBzb2xsZXJ0aXNsYXc1NTQyJTJGZmVhdHVyZWQ=&sig=942mB4SkeSnttE5fbcDbh3EhzxtMjZw9rfq7TiJiWBE5&iat=1711668031&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=Kh2%2BVZlIcLwyZGmx7ZxNS0tnLY7Vd8BwVsglFyEhptD0NCN65tM%3D%3AXhlb97ULjEA9E%2BZxH8NOyBT1WHnEbRg7&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=190A243A20A1282 Sent to: andrew@sterlingcal.com Unsubscribe Sollertis, 16950 Via de Santa Fe, Suite 5060-160, Rancho Santa Fe, California 92067, United States --_=_swift-2158211786605fac775ed11.83791855_=_ Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =0A=09= =09=0A=09= =09=09Estate Tax Exemption Changes Ahead=0A=09=09=09
=0A=09=09=09=09 =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C=0A= =09=09=09
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Hi Andrew,

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We hope you're having a great week!

This we= ek we=E2=80=99re discussing upcoming tax changes, Trump Media, and the $30 = billion Visa and Mastercard settlement.

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Founder'= s Focus
Bill Simon: Founder and Chief Co= unsel

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3D"Bill
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As w= e approach significant changes in estate and gift tax laws, the urgency to = safeguard your financial legacy has never been more critical. With exemptio= ns set to reduce significantly by 2026, now is the time to act and protect = your=0Aassets to ensure your estate plan reflects your current wishes and f= uture expectations.

At Sollertis, we guide clients through these exa= ct complexities, ensuring you=E2=80=99re well-prepared for whatever the fut= ure holds. Dive into our latest blog and video for actionable insights abou= t how we can support your estate planning needs. Let=E2=80=99s navigate the= se changes together, ensuring your legacy is preserved for generations to c= ome.

Understanding and implementing these strategies, with expert gu= idance, can significantly enhance asset security and reduce estate taxes. F= or individuals committed to protecting their wealth, strategic tax planning= results in a strategic tax advantage.

As attorneys who exclusively = practice asset protection law, our legal team at Sollertis can guide you th= rough an integrated asset protection and estate tax reduction plan to its f= ullest potential. For personalized advice on how to take advantage of this = opportunity before it is=0Atoo late, reply directly to this email.

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<= strong>The Legal Lowdown
= Estate Tax Exemption Changes Ahead

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Bill Simon outlines the upcoming = alterations to estate tax exemptions and provides guidance on safeguarding = your assets against these fluctuations.

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From the Blog
Navigating the Shift: Estate Tax Ex= emption Changes=0AAhead

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Imagine working a lifetime to build your legacy, only to= have a significant portion snatched away due to changes in tax laws you we= ren=E2=80=99t prepared for. Estate planning isn=E2=80=99t just about legal = documents =E2=80=93 it=E2=80=99s about peace of mind for you and=0Asecurity= for your loved ones.

As we stand on the cusp of a substantial shift= in federal estate and gift tax exemptions, understanding and preparing for= these changes is more critical than ever.

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Keep Reading<= /span>
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Check Th= ese Out

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My recommendation: Trillion Dollar Coach By Eric Schmidt, Jon= athan Rosenberg, and Alan Eagle. This book explores the insights of the= =0Aextraordinary business mentor, Bill Campbell, through interviews with th= ose who worked closely with him. Campbell's influence is acknowledged for h= elping generate over a trillion dollars in market value, owing to his conne= ctions with influential figures at companies like Google and Apple.

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3D"President

On Tuesday, Trump Media = & Technology Group Corp made its debut on Nasdaq, seeing a 16% increase= in share value by closing. President Trump holds a 60% ownership stake in = the=0Acompany, valued at over $4 billion. Emotions among investors vary bet= ween optimism and skepticism, yet the undeniable backing from hopeful suppo= rters underscores significant support for President Trump.

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3D"Judge's

Following nearly 2= 0 years of litigation against Visa and Mastercard concerning credit card fe= es, U.S. merchants have se= cured a $30 billion settlement. This=0Aagreement will lower and limit t= he fees collected by Visa and Mastercard over five-years, alongside the eli= mination of anti-steering regulations. While primarily benefiting small bus= inesses, it is anticipated that consumers will also reap some of the advant= ages of this settlement.

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Have a great week!
The Sollertis Network

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Sent to: andrew@sterlingcal.com

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Sollertis, 16= 950 Via de Santa Fe, Suite 5060-160, Rancho Santa Fe, California 92067, Uni= ted States

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